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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,790 | $162,812+197.1% | $133,971+261.1% | $158,966+204.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 0.09% | 41.94%-41.9pp | 45.09%-45.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,870 | $5,910-51.4% | $5,047-43.1% | $5,983-52.0% |
| Admin fee / account holder | $100,223 | $11,741+753.6% | $8,929+1022.4% | $11,250+790.9% |